Code of Ethics
As a cornerstone of our company philosophy, integrity and ethical behaviour are non-negotiable priorities. Simply put, nothing comes before the protection of our clients' interests - our fiduciary duty.
In accordance with our desire to satisfy all disclosure requirements concerning the FPA Code-of-Ethics and the Australian Securities Investment Commission (ASIC) advisory services guidelines, we have summarised a series of the most asked questions and the answers concerning our business services, procedures, staff involvement and costs.
You have the right to ask us about our charges, the type of advice we will give you, and what you can do if you have any complaint about our service.
As a Principal Member of the Financial Planning Association, Hewison's diligently follows the FPA Code-of-Ethics.
Integrity
Members shall observe high standards of honesty and integrity in conducting their financial planning business and in the provision of financial planning services.
Competence
Members shall provide competent financial planning services and maintain the necessary knowledge and skill to continue to do so in those areas in which the Member is engaged.
Diligence
Members shall act with the due skill, care and diligence in the provision of financial planning services.
Confidentiality
Members shall not disclose any confidential information without the specific consent of the provider of that information unless compelled to by law or as required to fulfil their legal obligations.
Objectivity
Members shall disclose to the client any limitation on their ability to provide objective financial planning services.
Fairness
Members shall provide financial planning services in a manner that is fair and reasonable.
Professionalism
Members shall ensure their conduct does not bring discredit to the financial planning profession.
Compliance
Members shall ensure their conduct complies with the Memorandum and Articles of Association of the FPA, the FPA's regulations and Professional Standards.
Value of independent advice
All of our private client advisers are tertiary qualified and hold a Certified Financial Planner (CFP) professional designation, with additional specialisations in self-management superannuation. It is a requirement that all of our private client advisers participate in our mentoring program which consists of three to four years of supervised, professional in-house training.
As a Hewison Private Wealth client you’ll have access to two private client advisers, and a designated client service manager, giving you the confidence that you’ll always be dealing with the same people, who you know and trust.
Striving for the highest adviser standards
OUR MISSION:
“To provide the highest standards in professional advice and client management services focused on achieving client goals.”
OUR VISION:
“To create an industry model of excellent and integrity”.
